See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,509 | $78,926-11.9% | $136,749-49.2% | $84,808-18.0% |
| Participation rate | 26.5% | 62.2%-35.6pp | 72.1%-45.6pp | 68.3%-41.8pp |
| Annual return | 17.11% | 18.17%-1.1pp | 24.33%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $566 | $2,134-73.5% | $3,400-83.4% | $2,631-78.5% |
| Participant deferral / active EE | $1,191 | $3,168-62.4% | $4,692-74.6% | $4,212-71.7% |
| Admin fee / account holder | $755 | $6,369-88.1% | $11,386-93.4% | $7,344-89.7% |